Legal Billing Team Leader

Founded in 2014 by Khadim Batti and Vara Kumar, Whatfix is a leading global B2B SaaS provider and the largest pure-play enterprise digital adoption platform (DAP). Whatfix empowers companies to maximize the ROI of their digital investments across the application lifecycle, from ideation to training to the deployment of software. Driving user productivity, ensuring process compliance, and improving user experience of internal and customer-facing applications.

Spearheading the category with serial innovation and unmatched customer-centricity, Whatfix is the only DAP innovating beyond the category, positioning itself as a comprehensive suite for GenAI-powered digital adoption, analytics, and application simulation. This product suite helps businesses accelerate ROI on digital investments by streamlining application deployment across its lifecycle.

Customers: 700+ enterprise customers, including over 80 Fortune 500 companies such as Shell, Microsoft, Schneider Electric, and UPS Supply Chain Solutions.

Most recently Series E round of $125 Million led by Warburg Pincus with participation from existing investor SoftBank Vision Fund 2. With over 45% YoY sustainable annual recurring revenue (ARR) growth, Whatfix is among the “Top 50 Indian Software Companies” as per G2 Best Software Awards.
Recognized as a “Leader” in the digital adoption platforms (DAP) category for the past 4+ years by leading analyst firms like Gartner, Forrester, IDC, and Everest Group.
The only vendor recognized as a Customers’ Choice in the 2024 Gartner® Voice of the Customer for Digital Adoption Platforms has once again earned the Customers’ Choice distinction in 2025. Won the Silver for Stevie's Employer of the Year 2023 – Computer Software category and also recognized as Great Place to Work
Only DAP to be among the top 35% companies worldwide in sustainability excellence with EcoVadis Bronze Medal
On the G2 peer review platform, Whatfix has received 77 Leader badges across all market segments, including Small, Medium, and Enterprise, in 2024, among numerous other industry recognitions.

We are looking for a strategic and detail-oriented Deal Desk Manager to own and evolve a critical function currently focused on order booking and downstream integration with ERP and invoicing systems. This is a high-impact role for someone who thrives in operational execution but also brings a visionary mindset to build a strategic Deal Desk capability that can support scalable growth, improve deal velocity, and enable commercial success.
You will be the single point of accountability for ensuring order accuracy, system handoffs, and revenue compliance today — while shaping a function that partners closely with Sales, Legal, Finance, and RevOps to drive strategic deal structuring, pricing governance, and operational excellence in the future.

Execute and manage the end-to-end Order Booking process, ensuring complete, accurate, and timely booking of all customer contracts.
Ensure smooth handoffs between CRM, ERP, and invoicing systems in coordination with Finance, Revenue Accounting, and IT teams.
Monitor deal documentation, billing terms, and approval requirements to ensure compliance and audit readiness.
Maintain SLAs for order processing and provide visibility into booking timelines and bottlenecks.

Envision and build the next phase of the Deal Desk function — expanding beyond order booking into pricing strategy, deal structuring support, and policy governance.
Partner with Sales Leadership, RevOps, Legal, and Finance to design scalable approval workflows, discounting frameworks, and custom deal support models.
Drive initiatives to reduce deal cycle time, improve data quality, and enhance sales productivity, reduce loss rates due to pricing through automation and process simplification.
Introduce deal intelligence dashboards to provide visibility into non-standard deal trends, pricing behavior, and commercial risks.

Deal Management & Support
Provide hands-on support for complex, non-standard deals, ensuring alignment with company policies and risk thresholds.
Act as the point of contact for Sales during deal cycles, offering guidance on pricing, discounting, T&Cs, and structure.
Commercial Systems Ownership
Own and administer CPQ (Configure-Price-Quote) and CLM (Contract Lifecycle Management) systems in partnership with RevOps and IT.
Define business requirements for tooling enhancements and system integrations with CRM, ERP, and billing platforms.
Drive adoption, usage hygiene, and performance of commercial systems to support efficient quoting, approvals, and contracting.
Sales Enablement & Training
Create and maintain playbooks, process documentation, and training programs for Sales, Finance, and Legal stakeholders.
Develop dashboards and reports to monitor deal desk metrics such as deal velocity, policy exceptions, approval times, and discount trends.
Partner with leadership to deliver actionable insights that drive pricing strategy, sales performance, and compliance.
Establish feedback loops with Sales and Finance to continuously refine deal desk strategy and operations.
Collaborate with GTM, Legal, Product, and Finance teams to support pricing changes, new product launches, or GTM motions.
Influence policy development and ensure scalable governance for global selling and contracting processes.
Serve as a trusted advisor to Sales leadership on commercial deal execution.

5–8 years of experience in Order Management, Deal Desk, Sales/Revenue Operations, or Commercial Finance, preferably in a high-growth B2B SaaS environment.
~ Strong understanding of quote-to-cash processes, SaaS billing models, and revenue recognition principles.
~ Hands-on experience with Salesforce, CPQ tools, CLM and ERP systems (e.g., NetSuite); Comfortable working cross-functionally, with strong relationship-building skills across Sales, Finance, Legal, and IT.
~ Highly detail-oriented, data-driven, and able to prioritize in a dynamic, fast-paced environment.
~ We do not discriminate on the basis of race, religion, color, national origin, ethnicity, gender, sexual orientation, age, marital status, veteran status, or disability status.

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